Client Reporting Specialist(C2C Opportunity)

We are looking for a Lead – Information Systems who can combine strong Salesforce/CRM expertise, advanced Excel skills, MIS reporting and business analytics to support data-driven decision-making.

🔹 What We’re Looking For

• Minimum 4 years of hands-on experience with CRM systems, preferably Salesforce

• Minimum 3 years of practical Salesforce experience preferred

• Advanced proficiency in Microsoft Excel, including:

Advanced formulas, Pivot Tables, Power Query, Data analysis, Automation

• Strong experience in MIS reporting, data validation, analysis and presentation of insights

• Proven experience creating and maintaining dashboards, KPI reports and management reports

• Good technical aptitude with the ability to understand business processes and convert them into effective reporting solutions

• Basic to intermediate understanding of finance and business metrics, including revenue, costs, budgeting and financial reporting concepts

• Strong analytical and problem-solving skills

• Excellent stakeholder management and communication skills

• Ability to work independently and convert data into actionable business insights

🔹 Key Responsibilities

• Manage and analyze data from Salesforce/CRM and other business systems

• Develop and maintain MIS reports, dashboards and KPI trackers

• Ensure data accuracy, validation and consistency across reports

• Analyze business data and identify trends, gaps and opportunities

• Translate business requirements into meaningful reports and dashboards

• Work closely with business and functional stakeholders to understand reporting requirements

• Support management with timely and accurate business insights and performance reports

• Identify opportunities to improve reporting processes through Excel, Power Query and automation

• Support CRM-related reporting and process improvements

🎯 Ideal Candidate

Someone who is comfortable working at the intersection of CRM + MIS + Excel + Business Analytics, and can go beyond preparing reports to explain what the data means and what action the business should take.

Job Summary

We are looking for a motivated and customer-focused Support Services Executive to handle customer queries, troubleshoot issues, and provide timely resolutions. The ideal candidate should have an experience in the Salesforce platform, along with strong communication, analytical, and problem-solving skills.

Key Responsibilities

• Act as a primary point of contact for customer support requests.
• Analyze, troubleshoot, and resolve customer-reported issues within defined SLAs.
• Communicate regularly with customers and provide timely updates on case progress.
• Monitor support cases and ensure proper follow-up until closure.
• Meet defined targets for response time, resolution time, quality, and customer satisfaction.

Required Skills and Qualifications

• 0–3 years of experience in Customer Support, Application Support, Technical Support, or a similar role.
• Familiarity with CRM systems and support ticketing tools is an added advantage, with Salesforce CRM experience preferred.
• Basic knowledge of SQL, Salesforce, ERP applications, or cloud-based applications is preferred.
• Strong communication, analytical, and problem-solving skills.

· Willingness to work in rotational shifts covering IST and EST time zones on alternate weeks, as required.

Preferred Skills

• Experience in SaaS, ERP, CRM, or enterprise application support.
• Hands-on experience with the Salesforce Platform and Service Cloud
• Knowledge of SQL queries and database concepts.
• Experience working with support ticketing systems.
• Strong customer service and stakeholder management skills.

Hiring: Technical Project Manager / Risk Business Analyst

Location: Bangalore / Mumbai

Experience: 8–10 Years

Employment Type: Full-Time

Job Description:

We are looking for an experienced Technical Project Manager / Risk Business Analyst to manage the ORS roadmap, backlog prioritization, project delivery, and risk-related business requirements. The role involves collaborating with business, risk, trading, and technology teams, managing dependencies, tracking KPIs, preparing business cases, and presenting updates to senior stakeholders.

Must-Have Skills:

• Project Management
• Risk Management
• Business Analysis
• JIRA / JIRA Cloud
• SQL
• Roadmap Planning

Good-to-Have Skills:

Front-to-Back Risk, FRTB, Stress Testing, ETL Tools, Excel, PowerPoint, Dataiku, Big Data, Data Analytics, and Data Governance.

Skills and Qualifications Required • Bachelor's or Master's degree in Information Technology, Computer Science, or a related analytical discipline. • 3–5+ years of experience in application support, software support, or business systems support roles. • Hands-on experience supporting NetSuite is mandatory. • Experience with NSAR, including access management and governance processes, is highly preferred. • Strong customer service, stakeholder management, and relationship-building skills. • Willingness to work in US business hours and support a 24x7 operational environment when required. • Proficiency in Microsoft Office applications, including Excel, PowerPoint, Teams, Outlook, and Word. • Advanced to expert-level proficiency in Microsoft Excel, including data analysis and reporting. • Strong analytical, troubleshooting, and problem-solving capabilities. • Ability to manage multiple priorities and work effectively in a fast-paced environment. • Excellent verbal and written communication skills, with the ability to independently engage and support US-based stakeholders. • Ability to work both independently and collaboratively within cross-functional teams. • Demonstrated ability and eagerness to learn and support new business applications such as CaseLocker, Ragic, Salesforce, and DocuSign. • Exposure to Salesforce, Ragic, CaseLocker, and DocuSign is considered an advantage. • Familiarity with AI tools such as Microsoft Copilot or similar platforms for productivity, automation, and operational efficiency is preferred.

We're looking for highly responsive, empathetic, and customer-oriented individuals who are adept at providing seamless, high-touch service to HNI clients. This role is perfect for a proactive individual who thrive in a fast-paced environment and have a passion for building strong relationships with high-net-worth clients. You'll be the backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision.

Who we are:

Cambridge Wealth is a respected, award-winning firm in the wealth space. As AMFI, SIF and APMI registered distributors, we work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-oriented team focused on delivering outstanding service to our domestic, NRI, and Ultra HNI clients.

What you'll do:

• Client Management: Act as a primary point of contact for our most valued clients (HNIs, Ultra HNIs, NRIs). You'll handle their inquiries, provide timely updates, and ensure their needs are met with a high level of empathy and professionalism.
• Operational Support: Facilitate and manage the full client lifecycle, from initial onboarding and documentation to executing transactions and resolving issues. You'll ensure all processes are smooth, efficient, and compliant.
• Data & Reporting: Maintain meticulous client records, ensuring accuracy and confidentiality. You'll also assist in creating detailed portfolio reports that highlight performance and opportunities for our clients.
• Team Collaboration: Work closely with our wealth management team to track portfolio performance and support strategic initiatives.

What we need:

• Education: A degree in Finance, Commerce, Management, or Economics is preferred.
• Experience: Previous experience in the financial services or mutual fund industry is a plus, especially if you've worked with high-net-worth clients. Those with hospitality experience in the luxury and premium segments are also welcome to apply.
• Certifications: Currently valid NISM VA and or other NISM certifications are an advantage(and eventually required if onboarded).
• Technical Skills: We are strong on tech use & familiarity with the Zoho suite is preferred.

Who you are:

• Client-Focused: You genuinely enjoy building relationships and are driven by a desire to provide exceptional, personalized service.
• A Clear Communicator: You have excellent verbal communication skills.
• Detail-Oriented: You have a keen eye for detail and a meticulous approach to your work.
• Proactive & Resourceful: You don't wait for instructions. You're a problem-solver who takes ownership and can thrive in a dynamic, startup environment.

This role is NOT for you if:

• You prefer a slow-paced, micro-managed environment.
• You are not comfortable with change or taking on new responsibilities.
• You're looking for a passive, "take it easy" role.

What you'll get:

• A core role with a clear growth path within a fast-growing company.
• Meaningful Impact: You'll be a vital part of our team, not just a cog in the wheel.
• A great work environment that is informal, encouraging, and collaborative.
• Competitive compensation.

Our Hiring Process:

1. Online Application: You apply and answer a few quick questions. [5 min]
2. Skills Assessment: An online general aptitude test to evaluate your skills. [60 min]
3. People Video Interview: A quick chat with our People head [30 min]
4. Technical Interview: A discussion about your experience and skills. [30 min]
5. Founder's Interview (In-Person): A final interview to ensure a great fit. [30 min]
6. Offer & Checks: We make an offer, and proceed with a reference and background check.

Please note: This is a WFO (Work From Office) opportunity at our Pune, Prabhat Road office

Are you passionate about leveraging data to drive strategic decisions? Join us at OIP Insurtech, where you'll play a pivotal role in analyzing market trends, optimizing operational processes, and transforming customer experiences. Bring your analytical prowess and business acumen to collaborate with a dynamic team dedicated to shaping the future of insurance technology. Apply now and be part of revolutionizing the industry with cutting-edge insights and solutions.

Requirements:

• 3-5 years of experience 
• Capable of independently conducting various aspects of business analysis, including requirements gathering, process analysis, and documentation. 
• Proactive in identifying and prioritizing issues within their domain and taking the initiative to work with the team to resolve them.
• Strong background in accounting and/or financial controlling 
• Demonstrates a high level of skill and independence
• Understands the full business analysis lifecycle and is proficient in handling various business problems and custom cases.
• Good knowledge of English
• Experience in accounting and business analysis in the IT industry is highly desirable 
• Working knowledge of software development concepts, technologies, practices, and principles, and the ability to use them in different situations independently
• Good understanding of the software development lifecycle

Duties and responsibilities:

• Works closely with the development team and other stakeholders to investigate model business functions, business processes, information flows, and data structures
• Investigate operational issues, problems, and new opportunities; seek effective business solutions through improvements in aspects of business areas or systems of interest
• Assists in the analysis of underlying issues and their root causes, and identifies available options
• Communicates with clients and other stakeholders and assists in presenting issues and solutions both verbally and in writing
• Specifies data, data objects, and information flows that align with the needs of the business
• Produces business analysis deliverables using relevant documentation styles in line with company standards
• Facilitates stakeholder meetings and workshops, and presents findings and actions both verbally and in writing to the business
• Able to translate business requirements into a structured form
• Able to create structure within projects and project teams following Agile principles
• Understands the domain (Insurance Industry) and how it functions, after spending 6M in the company
• Understands the entire Policy Lifecycle, after spending 6M in the company
• Experience in using tools like Jira, Confluence, LucidChart, or other software for requirements management, documentation, and process modeling
• Experience with Agile frameworks
• Experience with testing methodologies, test planning, and quality assurance processes to ensure reliable and robust systems

We are looking for a Customer Relation Specialist to assist clients with their investment-related queries and ensure a smooth, reliable service experience. The ideal candidate should have strong communication skills, a customer-first mindset, and a basic understanding of financial products.

Key Responsibilities

Act as the primary point of contact for clients regarding investments and account-related queries

Assist customers with onboarding, documentation, and KYC processes

Handle queries related to mutual funds, portfolios, transactions, and statements

Resolve customer issues promptly via phone, email, and chat

Coordinate with internal teams (operations, advisors, compliance) for issue resolution

Maintain accurate records of customer interactions in CRM systems

Provide timely follow-ups and proactive customer communication

Required Skills & Qualifications

Bachelor’s degree in Finance, Business, Commerce, or related field

1–3 years of experience in customer support, banking, or wealth management

Basic knowledge of mutual funds, investments, and financial markets

Excellent verbal and written communication skills

Strong problem-solving and interpersonal abilities

Comfortable using CRM tools and MS Office

Customer-centric attitude with attention to detail

About Us

We believe the future of software development is AI-native — where engineers operate at a higher level of abstraction and quality remains non-negotiable. 

Incubyte is a software craft consultancy where the “how” of building software matters as much as the “what”.  

We partner with companies of all sizes, from helping enterprises build, scale, and modernize to early-stage founders bring their ideas to life. 

Our engineers operate in an AI-native development model, using AI as a collaborator across the SDLC to accelerate development while upholding the discipline of software craftsmanship. Guided by Software Craftsmanship and Extreme Programming practices, we build reliable, maintainable, and scalable systems with speed, without compromising quality. If this way of building software resonates with you, we’d like to talk. 

Our Guiding Principles 

These principles define how we work at Incubyte. They are non-negotiable. 

Relentless Pursuit of Quality with Pragmatism 

  We build high-quality systems without losing sight of delivery. 

Extreme Ownership 

  We take responsibility end-to-end for decisions, execution, and outcomes. 

Proactive Collaboration 

  We collaborate closely, challenge each other, and solve problems together. 

Active Pursuit of Mastery 

  We continuously improve our craft and raise our bar. 

Invite, Give, and Act on Feedback 

We seek, give, and act on feedback to get better every day. 

Ensuring Client Success 

We act as trusted partners and focus on real outcomes, not just output. 

Job Description

This is a remote position.

Internship Duration: 6 months 

Education: Bachelor's degree in computer science/IT 

Conversion: Based on performance during the internship, you may be offered a full-time role as part of our Account Management team.

About the Role

This internship is ideal for recent graduates or early-career professionals with a technical or engineering background who are keen to build a career in client-facing account management. You'll work closely with our Technical Account Managers and support the day-to-day operations that keep our client accounts running smoothly. This is an execution-focused role. Your primary job is to make sure nothing gets dropped, and that every record, document, and follow-up is accurate and on time.

Outcomes You'll Own

• Operational reliability: follow-ups, deadlines, and action items are tracked and closed, with nothing falling through the cracks
• Data accuracy: account information stays correct and consistent across CRM, ERP, and internal records
• Paperwork done right: client documentation is complete, accurate, and submitted on time
• Dependable support: Account Managers can rely on you to take tasks off their plate and see them through to closure.

Activities That Drive These Outcomes (illustrative, not exhaustive)

• Keep CRM/ERP and account records up to date, down to client-specific details.
• Support the weekly account snapshot by gathering and verifying data on runway, headcount, and invoicing
• Help prepare client paperwork, including security questionnaires, vendor onboarding forms, and due diligence documents
• Track action items from client meetings, monthly readouts, and QBRs, and follow up until they're closed
• Assist in maintaining account plans and stakeholder maps.
• Coordinate with People Success and recruiting on staffing updates when needed
• Document repeated tasks and processes so they're easy for others to follow
• Flag inconsistencies, gaps, or risks to your Account Manager early

Requirements

What You'll Bring

• A technical or engineering background (degree or equivalent exposure), with curiosity about how software teams' work
• Strong attention to detail. You notice when numbers don't match or a field is missing
• Thoroughness in your work and a habit of double-checking before calling something done
• Comfort handling documentation, forms, and structured data
• Strong verbal and written communication
• An ownership mindset: you take tasks to closure without needing reminders
• Good organizational skills and the ability to manage multiple tasks and deadlines
• Familiarity with spreadsheets. Exposure to CRM or ERP tools is a plus, but not required

What You'll Gain

• Hands-on exposure to how client accounts are managed at a software craft consultancy
• Mentorship from experienced Technical Account Managers
• A clear path to a full-time role based on your performance

What We Value 

• Extreme ownership – you take responsibility for outcomes and drive work end-to-end
• Ability to execute independently and define problems, not just solve assigned tasks
• A strong product mindset – willingness to talk to customers, understand problems deeply, and define direction when needed
• The ability to build trust and sell value, not just deliver output
• High standards, autonomy, and bias toward action. 

Benefits

Life at Incubyte   

We are a remote-first company with structured flexibility. Teams commit to shared rhythms during core hours, ensuring smooth collaboration while maintaining autonomy. Twice a year, we come together in person for a co-working sprint and once a year for a retreat - with all travel expenses covered.  

Our environment is built for crafters: pairing, refactoring, experimenting with AI, and pushing the boundaries of software excellence. We are all lifelong learners, and our work is our passion.  

Perks 

• ​Dedicated learning & development budget. 
• Sponsorship for conference talks. 
• Comprehensive medical & term insurance. 
• Employee-friendly leave policies. 
• Home Office fund 
• Medical Insurance

About AbleCredit

Anyone can build an AI demo. Building AI systems that are reliable, observable, secure, and trusted by enterprise customers is an entirely different challenge.

At AbleCredit, we're building an execution platform that combines AI models, APIs, business rules, human decisions, and enterprise systems into production workflows. Every workflow needs to be fast, resilient, auditable, and easy to extend. We’re solving hard problems- come join us while we build this rocketship.

The company was founded in June 2023 by Utkarsh Apoorva (IIT Delhi, built Reshamandi, Guitarstreet, Edulabs); Harshad Saykhedkar (IITB, ex-AI Lead at Slack); and Ashwini Prabhu (IIML, co-founder of Mythiksha, ex-Product Head at Reshamandi, HandyTrain).

About the Role

AbleCredit is looking for a detail-oriented RevOps Analyst to help scale the systems, data, and processes that power our go-to-market engine. You will sit at the intersection of Sales, Customer Success, Marketing, and Product, ensuring that our CRM, pipeline data, and reporting infrastructure give leadership a single, reliable view of the revenue funnel — from first outreach to bank and NBFC clients, through to renewal and expansion.

This is a high-visibility role for someone who enjoys working with data, is comfortable navigating ambiguity in a fast-growing startup, and wants to build the operational backbone of a GenAI platform that serves India's lending ecosystem.

Key Responsibilities

• Own the day-to-day administration of HubSpot, including data hygiene, deduplication, field mapping, pipeline stage governance, and user access management.

• Consolidate, clean, and standardize data arriving as files from multiple sources (e.g., partner/lender exports, internal team trackers) and reconcile it with HubSpot to maintain a single source of truth.

• Build and maintain dashboards and reports that track pipeline health, conversion rates, sales cycle length, forecast accuracy, and revenue against targets for the leadership and GTM teams.

• Partner with Sales and Customer Success leaders to support territory planning, account segmentation, quota tracking, and pipeline reviews for AbleCredit's bank and NBFC customers.

• Document and continuously improve lead-to-cash processes — lead routing, lead scoring, deal desk approvals, contracting, and handoffs between Sales, Onboarding, and Customer Success.

• Analyze funnel performance and customer data to surface trends, bottlenecks, and opportunities, and translate findings into clear, actionable recommendations for stakeholders.

• Support monthly/quarterly revenue forecasting and business reviews by consolidating data from CRM, finance, and product usage sources.

• Evaluate, implement, and maintain the broader RevOps tool stack (CRM, sales engagement, BI/reporting, contract management) and manage integrations between these systems.

• Act as a cross-functional point of contact for data requests, ad hoc analyses, and process troubleshooting from Sales, Marketing, Customer Success, and Finance.

• Maintain data accuracy and compliance standards appropriate for a platform operating in the regulated BFSI (banking, financial services, and insurance) space.

What Are We Looking For?

• Bachelor's degree in Business, Economics, Engineering, Statistics, or a related field.

• 4+ years of experience in RevOps, Sales Operations, or a related function; prior experience at a B2B SaaS, fintech, or BFSI-facing company is a plus.

• Strong proficiency in Excel/ Google Sheets; working knowledge of SQL and comfort querying and interpreting large datasets.

• Hands-on experience with HubSpot and BI/ visualization tools (e.g., Looker, Power BI, Tableau, or Metabase).

• Sharp analytical and problem-solving skills, with the ability to translate raw data into clear business insights.

• Excellent communication skills and the ability to work cross functionally with Sales, Marketing, Customer Success, Finance, and Product teams.

• High attention to detail, strong process orientation, and comfort operating with ambiguity in a fast-paced startup environment.

Good to Have

• Exposure to enterprise or B2B sales cycles involving banks, NBFCs, or other regulated financial institutions.

• Familiarity with sales engagement, contract/ CPQ, or customer success platforms.

• Basic scripting or automation skills (e.g., Python, Google Apps Script) for reporting workflows.

• Prior experience supporting forecasting, quota-setting, or compensation processes.

Why Join AbleCredit?

You'll join a fast-moving team building GenAI-powered infrastructure for one of India's most consequential industries — lending. You'll have direct visibility into how the business runs end-to-end, ownership over the systems and data that leadership relies on daily, and the opportunity to shape RevOps practices as the company scales.

Support Engineer

The Support Engineer will be responsible for providing technical support for the Risk Management System (RMS) product, ensuring that both internal and external users can resolve issues quickly and efficiently. This role involves troubleshooting technical problems, providing solutions, and collaborating with engineering and QA teams to enhance the product. Additionally, the Support Engineer will assist with user training, monitor system performance, and contribute to continuous product improvement. 

Roles and Responsibilities

• Act as the first point of contact for users experiencing issues with the RMS platform, both internally and externally. 
• Troubleshoot and resolve product-related issues, ensuring minimal disruption to users. 
• Collaborate with product and engineering teams to identify and resolve recurring technical problems and escalate more complex issues. 
• Document support tickets, ensuring detailed tracking of issues, resolutions, and feedback. 
• Provide training and guidance to users on how to effectively use the RMS system.
• Ensure customer satisfaction by providing timely and effective solutions to any issues faced by users. 
• Assist in the preparation of knowledge base articles, user documentation, and FAQs to empower users to resolve minor issues independently.
• Respond to user queries in a friendly and professional manner, ensuring clear communication. 
• Proactively follow up with customers to ensure issues are resolved to their satisfaction.

Required Skills

• Bachelor’s degree in Computer Science, Information Technology, Engineering, or a related field. 
• Prior experience in software support preferably in a fintech or financial services environment. 
• Experience with troubleshooting software and hardware issues in a production environment.
• Hands-on experience with common support/ticketing tools (e.g., JIRA, Bugzilla, Selenium, Postman, etc.).
• Ability to manage multiple priorities and deliverables in a fast-paced environment.
• Familiarity with databases like SQL.